at WSFS Bank in Wilmington, Delaware, United States
Job Description
Job DescriptionAt WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more. We are the premiere, locally headquartered bank and wealth management company in the region and are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it's our mission and our purpose.
The Investment Advisor is responsible for prospecting and engaging clients by formulating comprehensive financial planning, investment management and customized financial solutions provided by Bryn Mawr Capital Management ("BMCM"). The incumbent will collaborate with the Private Banking team to enhance the client service and solution offering with banking products. This role will have exposure to business development, client service and relationship building, working with subject matter experts, as well as special projects that are needed to execute the integration of technology platforms and process improvement support for the advisory business.
Job Responsibilities:
- Drive growth in a wealth management client base providing comprehensive financial planning and investment management and delivering highly personalized customized solutions.
- Cultivate a strong working relationship with those clients building trust and establishing a complete understanding of the client's goals and objectives.
- Proactively communicate with clients to regularly review goals and objectives and reaffirm the appropriateness of the current financial plan as detailed on the IPS.
- Collaborate with the Private Banking team to further deliver banking solution to clients.
- Actively seek to identify new business opportunities from existing client base, prospects, and centers of influence.
- Collaborate with Leaders to provide a work-flow solution in Salesforce, Orion, Wealth Access for Advisors and client support staff to effectively and efficiently utilize the platform.
- Administer complex and precise processes in support of client needs.
- Contribute with process improvement ideas.
- Contribute to Division initiatives (systems conversions, projects, etc.)
- Represent BMCM at outside/professional organizations.
- Support the mission, strategy, and values of BMCM.
- Additional responsibilities as required.
Minimum Requirements:
- Bachelor's degree in business administration, finance or a business related major is required.
- Must have or acquire relevant advisory licenses within 1st year.
- Must have or attain CFP or ChFC within 2 years of hire.
- Must have a general knowledge, understanding and application of custodian platforms and investment principles, securities processing and clearing; portfolio and client management systems.
- Must have at least 7 years of experience in advisory business, financial planning role and advising.
- Must have strong Microsoft Office 365 skills including Excel, Word and PowerPoint and basic numeracy are required.
- Must have a professional, well-polished demeanor
- Strong interpersonal and communication skills (written and verbal)
- Experience with custodian platforms and/or investment system is preferred.
- Must have the ability to work with independently and with a team; work quickly, multi-task and meet deadlines
- Must be initiative, and have the ability to complete assigned tasks efficiently with little supervision.
- Must have no disclosures on Form U-4.
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com.
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
